# Panopto, INC. 401(k) Plan
Source: https://planprovider.pro/companies/panopto-inc-401k-plan

> Panopto, INC.'s 401(k) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Panopto, INC.

- **Sponsor EIN:** 208374771

- **Sponsor Address:** 600 RIVER AVENUE SUITE 100, PITTSBURGH, PA, 15212

- **Plan Type:** 401(k)

- **Total Participants:** 93

- **Total Assets:** $10.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|93|$10.7M|$220,552|$819,998|

| 2023|93|$10.6M|$285,287|$1.2M|

| 2022|153|$10.5M|$355,253|$1.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$35,898|—|$35,898|

| MMLIS|INVESTMENT ADVISOR|$32,416|—|$32,416|

| THE ANGELL PENSION GROUP INC|TPA|—|$5,000|$5,000|

| LOUIS PLUNG & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LOUIS PLUNG & COMPANY, LLP](https://planprovider.pro/provider/louis-plung-and-company-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $73,314

- **Estimated Expense Ratio:** 0.682% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$100,505|—|$68,389|—|—|

| 2023|$108,593|$35,873|$69,814|—|—|

| 2022|$88,019|—|—|—|—|

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